+63.3%
QBTS vs RMD
+15.9%
+47.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.3% |
| 7D | -2.4% | -5.0% | +2.6% | -1.1% |
| 30D | -22.5% | +2.2% | -24.7% | -23.1% |
| 3M | -40.0% | +17.8% | -57.9% | -43.0% |
| 6M | -12.3% | -11.3% | -1.0% | -9.6% |
| YTD | -36.6% | -4.4% | -32.2% | -36.1% |
| 1Y | +8.4% | -15.7% | +24.2% | +13.2% |
| 3Y | +1,380.4% | +47.7% | +1,332.6% | +1,149.1% |
| 5Y | +69.7% | -19.2% | +88.9% | +51.1% |
| All | +63.3% | +15.9% | +47.5% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling